Gary Lewis
Gary is a Director of Innovate Financial Solutions Ltd with over 33 years in the banking and financial services industry. After 22 years spent in ‘the square mile’, he left employment in the City to become a self employed consultant. Gary was first contracted to J Rothschild Assurance before becoming an Independent Adviser with The Financial Practice in Maldon, Essex. While qualified to advise on a wide range of financial services, Gary specialises in Estate Planning, Inheritance Tax Planning and Investments. Gary is a member of the Personal Finance Society and The Chartered Insurance Institute and is qualified to Advanced Financial Planning Certificate level, Member of the Personal Finance Society by Diploma (Dip PFS). |
Glen Laing
In July 2000 he joined The Financial Practice as an IFA where he has built and developed a very successful business. His client bank is varied and he advises on all areas of financial planning including mortgages. His current qualifications are Financial Planning Certificate (FPC) 1, 2, 3 and Certificate in Mortgage Advice and Practice (CeMap). |
Tony Tillett
Having felt that the provision of independent financial advice would always be of prime importance to his personal and corporate clients Tony has became a founder member of Innovate Financial Solutions Ltd where he remains committed to the ongoing servicing of his corporate and personal clients. Tony holds FPC 1,2 & 3 and CeMap qualifications. |
Glen
is a Director with over 28 years in the financial services industry. The first 12 were in banking with NatWest and in 1991 he joined their IFA insurance arm. In 1993 NatWest Life was launched and Glen successfully switched to become a tied agent. In 1996 he joined St James’s Place on a self employed basis as a tied representative.
Tony
started his career in 1973 working for Nat West in the City where he remained
for just over 20 years. In the latter part of those years he became involved in financial services both as an adviser and as a sales manager. In order to enhance the service provided to his clients, Tony joined the Rothschild Group where he continued to advise across the whole range of financial services. 